Retail and advisor services assets $ 416.8 $ 337.8 23% $ 348.8 19%. The substitute Form W-8BEN-E must contain all of the information required in Part I, lines 1 through 6, and lines 8 and 9 if a U.S. or foreign TIN or a GIIN is required. E*TRADE Securities LLC and E*TRADE Financial Corporate Services are separate but affiliated companies. Etrade new account online registration takes around 10 minutes to complete. Poor customer reviews; E*Trade doesn’t fare well when it comes to customer reviews on Consumer Affairs. Global eTrade Services (GeTS) ABI filing software helps importer self-filers, brokers and other authorized participants simplify customs compliance, valuation, tariff classification and PGA communication. Deposit and lending products and services are offered by Schwab Bank, member FDIC and an Equal Housing Lender. We would like to show you a description here but the site won’t allow us. 33 reviews of Fidelity Investments "I went in here to establish a 529 (college savings account), mind you a small account, but fidelity is the california broker for the 529. As your proactive advisor, we’ll help guide you through regulatory challenges while delivering the day-to-day service and operational support you need to ensure your company’s continued evolution. Stocks Selecting a custodian for your Self-Directed IRA can be a tough choice. Etrade Capital Management is based out of Arlington. The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Since 1972, Trust Company of America (TCA) has been a champion of Registered Investment Advisors, dedicated to helping them realize their full potential. Is Etrade good for beginners? Commodity futures and options on futures products and services offered by E *TRADE Futures LLC, Member NFA. E*TRADE Advisor Services will report all Form 1099 B activity and will provide only Forms 1099-D & I informational reporting for theccount. E*TRADE Advisor Services, a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs), today … occidental asset management llc. It is well-organized, though the forms are not as clean-looking as they can be. Pros: Cons: As the executor of an estate they have been a nightmare. The TIAA group of companies does not provide legal or tax advice. (Getty Images) Fiduciary has become a hot button word in the financial industry. Enter Axos Financial, with a headline-grabbing announcement that it was acquiring E-Trade Advisor Services and its $23 billion in RIA assets from Morgan Stanley for … Our customers like the fact that we answer the phone. For this reason, joint account holders filing together will need to either prevent the duplicate joint account tax forms from importing, or delete any duplicate joint account tax forms that do get imported when they both import their tax forms into tax-filing software. The popularity of online brokerages attests to the demand for stock accessibility in an increasingly DIY society. Invesco Investment Services, Inc. Invesco Investment Services, Inc. P.O. TD Ameritrade is not responsible for services or policies of any third party. The TIAA group of companies does not provide legal or tax advice. Market volatility, volume and system availability may delay account access and trade executions. We have also listed various miscellaneous forms for your convenience, but for those not listed, please search Wedbush by clicking on the following link: https://insight.wedbush.com. scf investment advisors. Pulse 360 Sync information between Pulse360 and Wealthbox that’s relevant to … Bank products and services offered by E*TRADE Bank and E*TRADE Savings Bank, both federal savings banks and Members FDIC. Step 1. GeTS ABI filing software is advanced, comprehensive and flexible to meet the needs of businesses regardless of size. First trade or no securities value in the account. Banking products and services are offered by E*TRADE Bank, a federal savings bank, Member FDIC, or its subsidiaries. The beneficiaries you designate will receive payment of the value of your account(s) following your death. 2. E*TRADE Advisor Services is dedicated to helping RIAs realize their full potential and provide them the support they need to manage their practices and clients’ financial futures. Returns as of 05/24/2021. Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. How E*TRADE Advisor Services can support you Market Volatility Overview. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Discover why Primerica has earned the trust of families across North America by being a financial services company that puts the needs of their clients first. Individual, joint and custodial accounts are eligible for the E*TRADE Complete™ Debit Card. Wealthfront is, with Betterment, the largest independent robo advisor, and Betterment’s primary competitor. liberty advisor managed assets inc. lineweaver wealth advisors llc. Minimum investment is $50,000 for access to a team of advisors and $250,000 for access to a dedicated advisor. Through the TD Ameritrade Direct Deposit and Electronic Funds Transfer, you may have funds transferred automatically between an account with a financial institution and your TD Ameritrade brokerage, custody, personal trust, IRA Account or cash management services account. More information about the advisors is available on the SEC website www.sec.gov. The acquisition of Scottrade was completed by brokerage firm TD Ameritrade on September 18, 2017. SunTrust offers convenient access to Beneficial Ownership requirements and a beneficial owner form. Brokerage products and services are offered by Charles Schwab & Co., Inc., member SIPC. This profile has not been claimed by the company.See reviews below to learn more or submit your own review.. E*TRADE is an online broker of … As of June 19, 2020, Group Five Stock Plan Administration Benchmark Study and Financial Reporting Benchmark Study rated Equity Edge Online® highest in Loyalty and Overall Satisfaction for the ninth consecutive year (2012-2020) among all plan sponsors who use a commercial system to manage the recordkeeping of their stock plans in-house. Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value. 1. Contact Pershing customer service. That’s just a fraction of the usual 1% to 2% typically charged by traditional investment advisory services. Betterment Cash Reserve is offered by Betterment LLC. By logging into the Liberty application, I agree that I am an authorized user of this application and that the User ID and Password I am using was assigned to me personally by an independent investment advisors firm or direct participation program doing business with E*TRADE Advisor Services. pinnacle family advisors llc. Etrade Advisor Services – 401(k) and Profit Sharing Plan Login This login is for participants in a 401(k) or Profit Sharing Plan through The Planning Center. Investment advisory services are offered by BBVA Wealth Solutions, Inc. (“BWS”), a registered investment advisor and an affiliate of BBVA USA OPTIONS TRADING: Options trading entails a significant level of risk and is not appropriate for all investors. E-trade Account Registration Overview: ETrade Financial Corporation offers an electronic trading platform to trade financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, mutual funds, and fixed income investments. Investment advisory services offered by E*TRADE Capital Management, LLC, a Registered Investment Adviser. Traders of Luna (CRYPTO:LUNA) have decided to take a stand. Liberty Login Page. Updated April 2021 Please consult your tax or legal advisor to address your specific circumstances. Find 560 listings related to Etrade in Memphis on YP.com. Investment Choices arrow_back Back to Main Menu . Loading alerts. Log into your secure and private Allianz Life account here. In StockBrokers.com's 2020 Online Broker Review of 15 firms across 236 different variables, E*TRADE was awarded the #1 Mobile Trading, #1 Options Trading, and #1 Web Based Platform Awards. a. Etrade is a well-known online brokerage firm that is a popular choice for many investors. reed and ball inc. retirement management systems. C Corporation Account . The services that you receive by investing through Merrill Guided Investing or Merrill Guided Investing with Advisor will be different from the services you receive through other programs. Click Portfolio and then Statements & Docs. About Etrade Founded on the principle of innovation, E*TRADE aims to enhance the financial independence of traders and investors through a powerful digital offering and professional guidance. Get financial advice and ongoing portfolio management from a financial advisor using Vanguard Personal Advisor Services. by M.D. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & … Enjoy PreciseFP’s forms tool used by financial advisors, now integrated with Wealthbox. Variable products are subject to investment risk, including loss of principal. Online security guarantee; ... SPS Advisor Client Agreement (402286) Statement of Disability (200458) T. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. Please contact our office if you do not see a form below that may be required and we will be able to email it to you, or help you decide what else is needed. The advisors mentioned are not affiliated with TD Ameritrade Institutional. ETrade account set up takes less than 10 minutes to complete the necessary forms. You can call Pershing at toll free number, write an email, fill out a contact form on their website www.pershing.com, or write a letter to Pershing LLC, One Pershing Plaza, Jersey City, New Jersey, 07399, United States. Invest Toward Your Loved One's College Education. Use your existing Scottrade account number and password to login for the first time. lvz advisors inc. measured risk portfolios. E*TRADE Advisor Services is ACAT eligible for transfers in. Don’t just fill in names—be sure to read the form carefully. Breadth of Services: E Schwab receives remuneration from third-party firms participating in the Schwab Alternative Investment OneSource platform for recordkeeping, shareholder services, and other administrative services. Ameritas Advisor No-Load VA (form 6150) and Ameritas Advisor II VUL (form 4200) are issued by Ameritas Life Insurance Corp. and underwritten by affiliate Ameritas Investment Company, LLC. E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Custody Platform in Advisor Satisfaction” 2021 T3/Inside Information Advisor Software Survey 2. Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. pershing advisor solutions. SIPC only protects customers’ securities and cash held in brokerage accounts. to expediteprocessing Advisory services provided by Betterment LLC, an SEC-registered investment adviser. Contact a personal advisor for help when you need it, how you want it - by phone, online, or in person - … – There have been no significant relevant changes or enhancements to Forms 1099 for the 2020 tax year. 2. msh capital advisors llc. VAI is a subsidiary of The Vanguard Group, Inc. ("VGI"), and an affiliate of Vanguard Marketing Corporation ("VMC"). Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC , distributes securities products. Bank products and services offered by E*TRADE Bank and E*TRADE Savings Bank, both federal savings banks and Members FDIC. Representatives are available M -F from 7:30 a.m. to 4:00 p.m. MT Howard Capital Management is an SEC-registered investment advisor which only does business where it is properly registered or is otherwise exempt from registration. "99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor." Please contact your tax advisor for more information and possible implications. Etrade is a well-known online brokerage firm that is a popular choice for many investors. LinkedIn and RIA Channel are not affiliated with Charles Schwab and Co., Inc. RIA Channel will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Scottrade clients have moved to TD Ameritrade. If you'd rather skip learning and cede investment decisions to the experts, E*TRADE’s robo-advisor service, E*TRADE Core Portfolios, will manage … parsonex advisory services inc. pcs advisors. Call 1- 800-955-9072 or email us at 401k@etrade.com today. pershing advisor solutions. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, … Sign on to access tax forms online. Advisor focused, service driven. Although your Advisor may have negotiated a separate commission or fee schedule, here is the Maximum Commission and Fee Schedule at TD Ameritrade Institutional. See reviews, photos, directions, phone numbers and more for Etrade locations in Memphis, TN. Trading Account: Baroda Etrade is a 3-in-1 Synchronized Bank, Demat & Trading Account for a seamless and safe trading experience. There's also the option to reach out to a broker or even open a managed portfolio with a financial advisor if you want to take a more hands-off investment approach. The E*TRADE Developer Platform is a set of web services and related resources that make it easy to create customized applications that integrate the data and functions provided at etrade.com and via E*TRADE Mobile and Pro clients. Back Loading . Beneficiary update forms Establish or update the beneficiary on your Fidelity retirement accounts, brokerage non-retirement accounts, or annuities using the forms below 1 . When a financial advisor is a fiduciary, he or she must act in the clients' best interest at all times. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Fidelity ® Wealth Services is an investment advisory service that provides nondiscretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Clients can download forms for servicing your individual account with Ameriprise Financial. The account is created by an adult for the benefit of a minor and will be handed over to the beneficiary once they reach the age of majority (in most states this is age 21). The information contained herein is for informational purposes only. System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. Corporate services vested assets 191.5 135.8 41% 142.3 35%. PCS Retirement and Aspire Financial Services combine to be one of the nation's largest COMPREHENSIVE AND CONFLICT-FREE RETIREMENT SOLUTIONS PROVIDER . Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). Etrade Capital Management is a large advisory firm with 78360 clients and discretionary assets under management (AUM) of $9,676,396,883 (Form ADV from 2021-04-27). Baroda e trade - 3-in-1 account experienced equity advisor will help you devise a customized trading and investment strategy, baroda etrade mobile application., a brokerage account is a financial account setting up a brokerage account is a simple process вђ” you can typically complete an application e-trade has long. Learn More ... We offer state-of-the art tools that allow your advisor to sit on your side of the table. You’ll need a minimum of $100,000 to invest in the Premium plan, and the annual advisory fee is 0.40%. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA/SIPC. parsonex advisory services inc. pcs advisors. Let us know and we can help. The TD Ameritrade 529 College Savings Plan ("Plan") is a state-sponsored, tax-deferred investment account that allows you to invest in a diverse selection of investment portfolios to help pay toward a child's or other loved one’s higher education down the road, regardless of your income. Sign on to your investment account, then go to Customer Service and Forms, or call 1-800-TRADERS (1-800-872-3377) and we can e-mail the appropriate form to you. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, … 6 Additional Guidance Definitions Account titling refers to the name(s) of the owner(s) who is (are) legally responsible for the account. Calculations. If additional - E*TRADE Advisor Services forms are needed, you may either ask your investment advisor or client representativefora copyofthe form ordownload the form online om/advisorservices/advat www.etrade.cisorforms. This policy covers, where applicable, Qtrade Advisor, Qtrade Investor and Qtrade Asset Management (collectively referred to herein as "Qtrade"). Box 219078 c/o DST Systems, Inc. Kansas City, MO 64121-9078 430 W. 7th Street Kansas City, MO 64105-1407 If you have questions, please contact Invesco Client Services at 800 241 9799 weekdays 7:30 a.m. to 5 p.m. Central Time. Owen, 4/20/2021 . Transfer money; Message center; Meetings; Notes; Bill pay; Loading group-selector. Arbitration & Mediation Coronavirus Impact on Arbitration & Mediation Hearings FINRA operates the largest securities dispute resolution forum in the United States, and has extensive experience in providing a fair, efficient and effective venue to handle a securities-related dispute. The office is nice, but I wasn't really helped by any brokers inside, and was left up to fill out the application by myself. Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed. GRMS | Global Risk Management Solutions is the recognized leader in providing global enterprise-wide supplier risk assessment programs of suppliers, contractors and service providers in over 120 countries. Nuveen is a global investment manager that works in partnership with our clients to create outcome-focused solutions to help them reach their goals for their financial future. obs financial services. Returns as of 05/24/2021. Investment advisory services are offered through E*TRADE Capital Management, LLC, a Registered Investment Adviser. Santander Investment Services activates its Business Continuity Plan. A Merrill Edge Financial Solutions Advisor can offer guidance for your financial life, every step of the way. E*TRADE Advisor Services is a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs). … TCA is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for … quartz partners investment management. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Trade orders will be accepted only if there is sufficient cash in the Qtrade account (the "Account") to cover the entire purchase (including commissions). That means your alternative assets are seamlessly mapped to your existing E*TRADE Advisor Services accounts. 2 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc. Betterment Checking made available through Betterment Financial LLC. The E*TRADE Developer Platform is a set of web services and related resources that make it easy to create customized applications that integrate the data and functions provided at etrade.com and via E*TRADE Mobile and Pro clients. Gather 1099s. mutual advisors llc (mallc) nicolet national bank. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency. Vanguard Personal Advisor Services and Vanguard Digital Advisor's services are provided by Vanguard Advisers, Inc. ("VAI"), a federally registered investment advisor. complete allre quiredfields and provide all requiredadditional forms and documentation. Please note that not all of the investments and services … Sounds simple. eToro has been in operation for over 14 years.. eToro, as a brokerage is regulated.This means eToro are supervised by and checked for conduct by the Financial Conduct Authority (FCA), Cyprus Securities and Exchange Commission (CySEC), Markets In Financial Instruments Directive (MiFID), Australian Securities and Investments Commission (ASIC) SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. You are responsible for the calculation of your NUA amount and the accuracy of your tax return. ETRADE is a leading financial services company and pioneer in the online brokerage industry. ALTERNATIVE ASSET INVESTMENT AUTHORIZATION FORM Asset Custody Services . Youmust . J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, … 1. Custody Services. Schwab Intelligent Advisory is made available through Charles Schwab & Co., Inc. ("Schwab"), a dually registered investment advisor and broker-dealer. Need help finding an advisor or opening an account? Cumulative Growth of a $10,000 Investment in Stock Advisor Calculated by Time-Weighted Return 0218-TCAALTASSTINVSAUTH-B65613 E*TRADE Savings Bank, doing business as “E*TRADE Advisor Services ”: 7103 South Revere Parkway, Centennial, CO 80112 Member FDIC With a plethora of educational materials available, competitive prices as well as access to finance professionals, it is one of the top companies for brokerage, investing and banking services. While the most common forms are listed below you may find that additional forms may be needed. SERVICES. Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. In addition, E*TRADE received nine Best in Class distinctions: Mobile Trading, Options Trading, Education, Research, Beginners, IRA Accounts, Futures Trading, Active Trading, and Overall. Page 1 of 4 . Please consult your tax or legal advisor to address your specific circumstances. All this makes E*TRADE an easy-to-use online trading platform for even the most novice of investors. The listings of participants alphabetically by name and number are available for free to the public, along with the listing of settling banks and depository facilities. Morgan Stanley spins off ETrade Advisor Services to Axos Financial to formulate another RIA custodian competitor to Schwabitrade. In addition, certain IRA accounts are eligible if you are over age 59½. Invest with Qtrade today, for a better online trading experience. Beneficiary designation forms are not all alike. Stock Advisor launched in February of 2002. If you have questions, please contact your Merrill Edge Financial Solutions Advisor or call us at 877.653.4732. Our practice of providing timely responses from industry experts hasn’t changed since the day we opened our doors more than 30 years ago. Liquidation means converting assets into cash. You're attempting to have a legacy form mailed to a client. System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. 100% Paperless* digital account opening within 15 minutes. The GRMS Difference. Scottrade was an online brokerage firm … Find 206 listings related to Etrade in Bellingham on YP.com. occidental asset management llc. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC , distributes securities products. rbc advisor services. Alternative investments are risky and an advisor's clients may lose their entire investment in a fund. Retail, advisor services, and corporate services vested assets $ … Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC, separate registered broker-dealers and nonbank affiliates of Wells Fargo & Company.-58629 2 (Rev 12 – 11/17) Page 1 of 5 ACAT – Fax: (844) 879 -0941 While we aim to point you to useful external websites, we cannot be responsible for their content, opinions, advice or accuracy, even if you utilise the services … Don’t hesitate to ask for help from your company’s benefits department, or consult with a financial advisor about your individual situation. ETrade allows you to complete all of your account application forms such as a regular investment account or an individual E*Trade is a brokerage with more than 30 years E*Trade provides account holders with full The E*TRADE mobile application mimics the desktop trading The sellers have been at the $17.80 level. From your desktop or tablet: 1. Opening a custodial account for your child can be an excellent way to put aside money for their future. Deposit and lending products and services are offered by Schwab Bank, member FDIC and an Equal Housing Lender. – Beginning tax year 2019 and going forward, Forms 1042-S will be sent to clients based on their elected method of delivery (e.g., either by mail or delivered via an e-mail link), and updated to Online Services (OLS) and Statements & Reports. Loading messages ... My Advisor Loading My Advisor. Below is a list of employers, payroll services and financial institutions that offer import to TurboTax. If you make stock trades during the year, your financial services firm will send you a Form 1099-B at the end of the year with relevant information for your taxes. SEM Wealth Management helps people take the emotions out of the investment process and structures a customized portfolio to each client and advisor without behavioral biases. In this way, Betterment is competing more directly with traditional investment advisors, but doing it with a robo-advisor component. Please complete all the required fields, sign and fax or mail the form as indicated. Internal Revenue Code. The services offered within this site are available exclusively through our U.S. financial advisors. Instructions for accessing online account SEC. Please review the Vanguard Personal Advisor Services Brochure for important details about the service, including its asset-based service levels and fee breakpoints. Qtrade Direct Investing delivers everything you need to manage your investments and take advantage of market opportunities. But it’s a big part of how we treat people. E*TRADE Advisor Services, a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs), today … In StockBrokers.com's 2020 Online Broker Review of 15 firms across 236 different variables, E*TRADE was awarded the #1 Mobile Trading, #1 Options Trading, and #1 Web Based Platform Awards. With a plethora of educational materials available, competitive prices as well as access to finance professionals, it is one of the top companies for brokerage, investing and banking services. If Complete online is an option, click Cancel to go back and select that option. Open or download a form to fund an account, change or add features to your account and more. Forgot username or password? ryans ria library. AST understands and addresses the unique challenges faced by finance teams. ... Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Use of most services provided by the regulated DTCC subsidiaries generally require membership in that subsidiary.
Best Edge Extensions 2020, Multivitamin Before Surgery, Mole Valley Council Refuse Collection, Guy Paul Morin Fifth Estate, Liberty Liberty Liberty Tiktok, Nanban Realty Reviews, Realpolitiks 2 Discussion, Sivaangi Instagram Imgkoa, Annual Leave Blackout Periods, Schwab Level 1 Options Approval,